Recent Discussions

Discussion List

• 
  1

  Up Down
  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 12 views 1 comment 1 point Most recent by Coach Natalie November 20Feature Requests
• 
  Feature Request Status descriptions

  getquickevenbetter 21 views 2 comments 0 points Most recent by Coach Natalie November 20Using the Community
• 
  [ONGOING] 11/6/24: Chase Investments - $0 Investment Account Balance

  Coach Natalie 26 views 1 comment 0 points Most recent by Coach Natalie November 20Current Online Banking Issues
• 
  [ONGOING] 10/31/24: Navient Loans returning 102 & 105 errors

  Coach Natalie 42 views 2 comments 0 points Most recent by Coach Natalie November 20Current Online Banking Issues
• 
  [ONGOING] 10/29/24: Barclays Bank returning 101 & 102 errors

  Coach Natalie 524 views 2 comments 1 point Most recent by Coach Natalie November 20Current Online Banking Issues
• 
  [ONGOING] 11/05/24: LPL Financial returning a 104 error

  Coach Jon 444 views 1 comment 3 points Most recent by Coach Natalie November 20Current Online Banking Issues
• 
  Chase Checking Balance has been off for a few days

  RobWilk 114 views 15 comments 0 points Most recent by RobWilk November 20Troubleshooting
• 
  Barclays url change?

  JacobK 585 views 30 comments 3 points Most recent by MERKJONES November 20Adding and Updating Accounts
• 
  Capital one connections issues for last 5-6 days

  Abmool 91 views 11 comments 0 points Most recent by Abmool November 20Adding and Updating Accounts
• 
  0

  Up Down
  Change the way Projected Cash Flow is plotted for Credit Cards (edited)

  Active TxTerp 24 views 3 comments 0 points Most recent by RobWilk November 20Feature Requests
• 
  53

  Up Down
  Ability to hide Net Worth

  Active LoftyDuck 645 views 32 comments 53 points Most recent by nwp8024 November 19Feature Requests
• 
  BTC / ETH investment tracking referencing Grayscale ETF prices

  theotherjay 53 views 11 comments 0 points Most recent by theotherjay November 19Investments
• 
  6

  Up Down
  Ability to Link Manual Transactions to Recurring Reminders from the Reminder directly (edited)

  Active Flopbot 98 views 3 comments 6 points Most recent by RobWilk November 19Feature Requests
• 
  1

  Up
  Please add OpenBank by Santander

  Active StephenB 18 views 3 comments 1 point Most recent by Coach Jon November 19Report Missing Financial Institution
• 
  FDP-101 error with Venmo

  ergaqegrasd 10 views 1 comment 0 points Most recent by Coach Jon November 19Adding and Updating Accounts
• 
  Duplicate Transactions

  TheReal702 202 views 39 comments 0 points Most recent by TheReal702 November 19Troubleshooting
• 
  Unable to connect to Allstate Biller (edited)

  TheReal702 39 views 8 comments 0 points Most recent by TheReal702 November 19Bills and Income
• 
  Setting income custom amount' in spending plan miscalculates available spend.

  rmarcus88 12 views 1 comment 0 points Most recent by Coach Jon November 19Report a Bug
• 
  14

  Up Down
  Accounting for Rolled Over Planned Spending Cash

  Active DannyB 137 views 10 comments 14 points Most recent by DannyB November 19Feature Requests
• 
  Harvard Federal Credit Union returns FDP-105 error

  Ad_Rock 19 views 4 comments 0 points Most recent by Ad_Rock November 19Adding and Updating Accounts
• 
  Idaho 529 College Savings - FDP-102 error (edited)

  Kchingon 51 views 6 comments 1 point Most recent by Coach Jon November 19Adding and Updating Accounts
• 
  [ONGOING] 11/05/24: Missing Transactions with Multiple Financial Institutions

  Coach Jon 87 views 1 comment 0 points Most recent by Coach Jon November 19Current Online Banking Issues
• 
  [ONGOING] 11/05/24: F.N.B. Wealth Management returning an FDP-105 error

  Coach Jon 9 views 1 comment 0 points Most recent by Coach Jon November 19Current Online Banking Issues
• 
  [ONGOING] 11/05/24: Missing Accounts/FDP-106 error with SoFi

  Coach Jon 94 views 1 comment 1 point Most recent by Coach Jon November 19Current Online Banking Issues
• 
  [ONGOING] 11/05/24: T. Rowe Price Retirement Plans - $0 Investment Balance

  Coach Jon 29 views 1 comment 0 points Most recent by Coach Jon November 19Current Online Banking Issues
• 
  57

  Up Down
  Ability to see a Total for all Planned Spending Items (Original & Current) [edited]

  Active rosalynraelyn 386 views 25 comments 57 points Most recent by Wedo778 November 19Feature Requests
• 
  Mobile App - Reminders on Dashboard are not advancing to the current dates

  Jenny T 45 views 11 comments 0 points Most recent by Jenny T November 19Report a Bug
• 
  11

  Up Down
  Add other options besides "Monthly" to planned contributions for Savings Goals (edited)

  Active Flopbot 23 views 4 comments 11 points Most recent by DannyB November 19Feature Requests
• 
  77

  Up Down
  Ability to run Reports by Subcategory (edited)

  Active Gerry C 635 views 38 comments 77 points Most recent by wit713 November 19Feature Requests
• 
  -1

  Up Down
  Group Planned Spending Items by Category

  Active JMoney 10 views 0 comments -1 point Started by JMoney November 19 Feature Requests